Global Financial Services : Advisor Empowerment

By Slimane Kaci, on March 11 2026

With 2,000+ advisors juggling three disconnected systems, a multinational wealth management firm was losing 40% of advisor time to administrative tasks instead of client engagement. Quantum Growth deployed Salesforce Financial Services Cloud with a unified Client 360°, Einstein Next Best Action recommendations, and an internal Champions network to drive adoption. Within 12 months: advisor productivity up 37%, AUM growth at 22%, and a 90%+ CRM adoption rate across all regional offices.

How a Wealth Management Firm Boosted Advisor Productivity by 37% with Salesforce

The Challenge

A multinational wealth management firm had 2,000+ advisors using three disconnected systems. Client data was fragmented, and advisors spent 40% of their time on admin instead of client engagement.

The Solution

Financial Services Cloud with unified client 360°, automated deduplication, Einstein “Next Best Action” recommendations, and a “Salesforce Champions” peer training network of 50 early adopters across regional offices.

The Impact

37% increase in advisor productivity
22% growth in AUM within 12 months
90%+ CRM adoption rate.

SALESFORCE

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